Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Jo Silk is a financial advisor with Morgan Stanley. Sally has been in the financial industry since 1970. Sally has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Sally holds the Series 7TO, SIE, Series 15, Series 5, PC, and Series 1 licenses. Sally is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Sally provides financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/14/2022 - Present
Morgan Stanley (STUART FL)
NY
04/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 04/29/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
06/26/1974 - 11/08/1974
HAYDEN STONE INC.
NA
03/08/1971 - 09/27/1974
SHEARSON, HAMMILL & CO., INCORPORATED
NA
12/23/1970 - 05/06/1971
GOODBODY & CO. INCORPORATED
BOTH
Issued 05/13/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/13/1977
PC - AMEX Put and Call Exam
BC
Issued 02/19/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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